User Setup-
- Former user (Deleted)
- Patricia Zhuo
- Benito Ramirez (Unlicensed)
Field Label | Field Level Help | |
|---|---|---|
| 1 | Accounting Variable 1, 2, 3, 4 | Default accounting variable for the user. |
| 2 | Allow Delete Sales Orders | Indicates if the User is allowed to delete Sales Orders. |
| 3 | Allow Posting From | The starting date from which the User is allowed to post transactions. Based on the Posting Date of the transaction. This setup overrides the Posting Dates defined in the Company Setup and should primarily be set for accounting Users. |
| 4 | Allow Posting To | The ending date up to which the User is allowed to post transactions. Based on the Posting Date of the transaction. This setup overrides the Posting Dates defined in the Company Setup and should primarily be set for accounting Users. |
| 5 | Allow Unhold Sales Order | Indicates if the User is allowed to take a Sales Order off of Hold. |
| 6 | Allow Unpost | Indicates if the User is allowed to Unpost transactions. |
| 7 | Amount Right Offset | Used for check print adjustment |
| 8 | Amount Top Offset | Used for check print adjustment |
| 9 | Amount Words Left Offset | Used for check print adjustment |
| 10 | Amount Words Top Offset | Used for check print adjustment |
| 11 | Bottom Stub Top Offset |
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| 12 | Company Logo |
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| 13 | Company Logo Left Offset |
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| 14 | Company Logo Top Offset |
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| 15 | Date Right Offset | Used for check print adjustment |
| 16 | Date Top Offset | Used for check print adjustment |
| 17 | Do Not Allow to Create Req Order | If checked, the Create Order button will be hidden on the Requisition page. |
| 18 | The email address of the User. | |
| 19 | GL Ledger | Default GL Ledger for the User |
| 20 | Memo Left Offset | Used for check print adjustment for the User |
| 21 | Memo Top Offset | Used for check print adjustment for the User |
| 22 | Menu | Defines which Menu options are available in the GoldFinch Mobile app. |
| 23 | Middle Stub Top Offset |
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| 24 | Name | The unique identifier of the User Setup record. |
| 25 | Payee Address Left Offset | Used for check print adjustment for the User |
| 26 | Payee Address Top Offset | Used for check print adjustment for the User |
| 27 | Payee Left Offset | Used for check print adjustment for the User |
| 28 | Payee Top Offset | Used for check print adjustment for the User |
| 29 | Price Access Level |
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| 30 | Purchasing Agent | If not blank, used as the default Purchasing Agent on Purchase Order, and can also be used on Supply Plan to filter SKU. |
| 31 | Salesforce User | Defines the Salesforce User. |
| 32 | Scan Allow Post Output | Indicates if the User is allowed to create and post an Output Journal. |
| 33 | Scan Receive Bin Required | Indicates if the receiving bin (which could be any put-away bin) needs to be scanned during Scan Receive. It does not default to the Receive bin set up on the Warehouse. If this field is not checked, the Receive bin set up on the Warehouse will be used. |
| 34 | Scan Ship Bin Allowed | Indicates if the User is allowed to scan a shipping bin (which could be any pick bin) during Scan Ship. It does not default to the Ship bin set up on the Warehouse. If this field is not checked, the Ship bin set up on the Warehouse will be used. |
| 35 | Scan Ship Filter Option | Determines which field to filter on when using the mobile scan app. Ex: each user can be assigned a different Shipping Agent so that their app will only allow them to scan shipments for which that Agent is being used. |
| 36 | Scan Work Center | Users are only allowed to process Item Routing steps that are linked to the Work Center |
| 37 | Signature |
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| 38 | Signature Left Offset |
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| 39 | Signature Top Offset |
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| 40 | Title | The job title of the User. |
| 41 | Warehouse | The default Warehouse assigned to the User. |
| 42 | Work Station |
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